How to Use Chats

I. Chats Settings

1.1 Chats Entry Configuration

Click your [Profile Picture] → [Main Navigation Settings] to toggle the display of the Chats app entry in the main navigation.

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Profile Picture - Main Navigation Settings

1.2 Chats Functionality Settings

Click your [Profile Picture] → [Chats Settings] to configure:
- Interface mode: Display Chats in the main navigation or as a floating panel on the right.
- Message alerts: Enable/disable notification sounds.
- Font size: Adjust the text size in conversations.

Note: In floating panel mode, the Chats entry hovers on the right side and can be repositioned vertically. Clicking it opens a fixed-size chat window.

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1.3 Chats Interface Scaling

Adjust font size in the client using shortcuts:
- Zoom in: Shift + Ctrl + "+"
- Zoom out: Ctrl + Tab + "-"

II. Initiating Conversations

2.1 From Chats List (Create 1:1/Group Chat)

Click the + icon in the Chats list to start a conversation (1:1 or group). Add participants via:
- Search: Enter keywords to locate colleagues.
- Org Structure/Alphabetical view: Browse by department or name.
- Bulk import: Enter names and confirm.

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2.2 From Contacts (Create 1:1 Chat)

• Web/PC: Click [Chats] below a colleague’s card to jump to a 1:1 chat.
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  Web/PC: Click [Chats] below a colleague’s card

• Mobile: Tap the icon next to a colleague’s name, then select [Send Message].
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  Mobile: Initiate chat entry

2.3 Create/Join Department Group

Note: A department group becomes visible in Chats only after at least one member joins.

Entry: Contacts → My Primary Department → [Join Department Group]
- Web/PC:
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Web/PC: Click [Join Department Group]

• Mobile:
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  Mobile: Join department group

III. Core Features

3.1 Basic Chat Functions

3.1.1 Send Content

Share Images, Files, Cloud Drive items, emojis, screenshots, or start a Conference. Quickly create Tasks, Calendar events, Reports, approvals, or link CRM objects.

3.1.2 Quick Access Links

Pin frequently used links for one-click access by group members.
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Quick Access Links

3.1.3 Bulk Message Actions

Right-click a message → [Multi-select] to delete, forward, or log sales records in bulk.

3.1.4 Reply to Specific Messages

Right-click → [Reply] to thread responses. Click replies to jump to the original message.

3.1.5 Forward to Chats

Share Posts, Reports, Calendar events, approvals, or sales records from Feeds or CRM to Chats.
- Web/PC:
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Web/PC: Forward to Chats

• Mobile:
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  Mobile: Forward to Chats

3.1.6 Read Receipts

View read timestamps. Group owners can check read status and remind unread members.

3.1.7 Message Recall

• Group owners: Recall any message anytime.
• Users: Recall 1:1 messages within 30 minutes (option hides afterward).

3.1.8 Message Translation

Right-click → [Translate]. Set target language in [Profile Settings → Language & Timezone → Translate to].
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3.1.9 Group Collaboration Tools

Polls, announcements, mentions. Right-click messages to pin to boards.
- Web/PC:
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Web/PC: Pin to board

• Mobile:
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  Mobile: Pin to board

3.2 Search

Search across chats, groups, records, or documents:
- Chats list: Find colleagues, groups, or service accounts.
- Chat window: Search history with keyword navigation.

3.3 Chat Filtering

Categorize chats for quick access:
- Mobile: Tap filter icon (top-right) → Slide-up menu.
- Web: Currently in beta (request access).
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Chat filtering

3.4 Status

Set real-time statuses (e.g., “In Meetings”, “On Business Trip”) with auto-reply and sync options. Online status is configurable only for support/Work Order staff.
- Presets: 4 default statuses + custom text.
- Mobile:
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Mobile: Status settings

3.5 Service Accounts

Internal portals for HR/IT support (e.g., policy queries, Work Order submissions).
Entry:
- PC: Chats list or Contacts header.
- Web/Mobile: Chats list, Contacts → Service Accounts, or search.

3.6 Group Assistants

Tools like Attendance Tracker (showing member status/rankings).
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Group Assistants

3.7 Work Alerts

Enable [Unified Notifications] (beta) to display CRM/work alerts (@mentions, approvals) in Chats.

3.8 Group Management

Right-click group → [Group Settings] to:
1. Configure permissions.
2. Transfer ownership, clear history, or disband the group.